Faculty: Vocational School The Banking and Insurance major focuses on the principles and practices of financial services, including banking operations, insurance products, risk management, and financial regulations. Students gain skills in financial analysis, investment strategies, insurance underwriting, and customer service, preparing for careers in banking, insurance, financial planning, and related fields. **Learning Objectives:** - Understand the principles of banking and insurance. - Develop skills in financial analysis and investment strategies. - Learn insurance products, underwriting, and risk management. - Explore banking operations and financial regulations. - Analyze customer service and relationship management in financial services. - Develop critical thinking, problem-solving, and decision-making skills. - Gain practical experience through projects and internships. **Major Outline:** 1. **Introduction to Banking and Insurance** - Overview of banking and insurance principles, history, and industry trends. 2. **Financial Analysis** - Fundamentals of analyzing financial statements and investment opportunities. 3. **Investment Strategies** - Techniques for developing and managing investment portfolios. 4. **Insurance Products and Underwriting** - Understanding various insurance products and the underwriting process. 5. **Risk Management** - Principles of identifying, assessing, and managing financial risks. 6. **Banking Operations** - Managing day-to-day banking operations, including deposits, loans, and customer service. 7. **Financial Regulations and Compliance** - Understanding and complying with financial regulations and industry standards. 8. **Customer Service and Relationship Management** - Techniques for providing excellent customer service and managing client relationships. 9. **Financial Planning** - Developing comprehensive financial plans for individuals and businesses. 10. **International Finance** - Exploration of global financial markets and international banking practices. 11. **Portfolio Development** - Creating a professional portfolio showcasing banking and insurance skills. 12. **Internship/Practicum** - Real-world experiences in banks, insurance companies, financial planning firms, or investment firms. 13. **Capstone Project** - Comprehensive project applying banking and insurance skills, such as developing a financial plan, managing an investment portfolio, or conducting a risk assessment. **Assessment Methods:** - Banking and insurance principles analyses - Financial analysis projects - Investment strategies projects - Insurance products and underwriting projects - Risk management projects - Banking operations projects - Financial regulations and compliance projects - Customer service and relationship management projects - Financial planning projects - International finance projects - Portfolio development projects - Internship/practicum reports - Capstone projects and presentations **Recommended Textbooks:** - "Introduction to Banking and Insurance" - "Financial Analysis" - "Investment Strategies" - "Insurance Products and Underwriting" - "Risk Management" - "Banking Operations" - "Financial Regulations and Compliance" - "Customer Service and Relationship Management" - "Financial Planning" - "International Finance" - "Portfolio Development" **Prerequisites:** Basic knowledge of finance, economics, and an interest in banking and insurance. **Major Duration:** Typically 4 years for a bachelor's degree in Banking and Insurance. **Certification:** Graduates may pursue certifications such as: - Chartered Financial Analyst (CFA) - Certified Financial Planner (CFP) - Certified Insurance Counselor (CIC) - Certifications in specific banking and insurance software **Target Audience:** Aspiring bankers, insurance professionals, financial planners, and investment managers seeking careers in banks, insurance companies, financial planning firms, investment firms, and related fields. This major equips students with the financial and analytical skills needed to excel in banking and insurance, supporting careers in various roles within banks, insurance companies, financial planning firms, investment firms, and related fields.